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Portfolio (Quarterly) Guide ↗

Cooper Financial Group

· CIK 0001751581
13F Portfolio $989M AUM 425 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 175 Added 141 Reduced 28 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BK BANK NEW YORK MELLON CORP Financial Services 1,789.0 $212K 0.02% NEW $118.61 +18.9%
62 LITE LUMENTUM HLDGS INC Technology 301.0 $212K 0.02% NEW $702.76 +29.6%
63 NVS NOVARTIS AG Healthcare 1,375.0 $210K 0.02% NEW $152.73 -1.3%
64 DG DOLLAR GEN CORP Consumer Defensive 1,726.0 $205K 0.02% NEW $118.73 -12.7%
65 EQT EQT CORP Energy 3,220.0 $205K 0.02% NEW $63.64 -11.7%
66 MRVL MARVELL TECHNOLOGY INC Technology 2,064.0 $204K 0.02% NEW $99.06 +110.2%
67 DVY ISHARES TR 1,348.0 $204K 0.02% NEW $151.42 +2.5%
68 WAB WABTEC Industrials 810.0 $202K 0.02% NEW $249.99 +2.6%
69 MO ALTRIA GROUP INC Consumer Defensive 3,057.0 $202K 0.02% NEW $65.99 +9.7%
70 CMCSA COMCAST CORP NEW Communication Services 7,017.0 $201K 0.02% NEW $28.71 -12.4%
71 CAG CONAGRA BRANDS INC Consumer Defensive 11,038.0 $174K 0.02% NEW $15.72 -16.3%
72 RIG TRANSOCEAN LTD Energy 20,239.0 $134K 0.01% NEW $6.63 -2.3%
73 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 10,238.0 $9K 0.00% NEW $0.89 -3.6%
Page 4 of 4  ·  73 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Financial Services 18.9%
Consumer Cyclical 10.3%
Communication Services 9.8%
Industrials 6.5%
Healthcare 6.2%
Consumer Defensive 4.0%
Energy 3.3%
Real Estate 2.7%
Utilities 1.7%